Frontier Wealth Management’s Regions Financial RF Stock Holding History

Frontier Wealth Management’s Portfolio RF Stock Details RF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$426K	Hold	22,729	–	–	0.03%	259
2022 Q1	$473K	Buy	22,729 +3,100	+16%	+$72.9K	0.01%	251
2021 Q4	$428K	Hold	19,629	–	–	0.03%	284
2021 Q3	$418K	Hold	19,629	–	–	0.03%	285
2021 Q2	$396K	Hold	19,629	–	–	0.03%	295
2021 Q1	$406K	Hold	19,629	–	–	0.03%	269
2020 Q4	$316K	Hold	19,629	–	–	0.03%	287
2020 Q3	$226K	Hold	19,629	–	–	0.02%	321
2020 Q2	$218K	Hold	19,629	–	–	0.02%	314
2020 Q1	$176K	Hold	19,629	–	–	0.03%	268
2019 Q4	$337K	Buy	+19,629	New	+$323K	0.05%	218
2018 Q1	–	Sell	-22,649	Closed	-$391K	–	408
2017 Q4	$391K	Sell	22,649 -11,199	-33%	-$179K	0.06%	235
2017 Q3	$516K	Sell	33,848 -1,740	-5%	-$25K	0.07%	228
2017 Q2	$521K	Buy	35,588 +7,257	+26%	+$102K	0.08%	219
2017 Q1	$412K	Buy	+28,331	New	+$418K	0.06%	257

Other funds holding RF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Frontier Wealth Management's RF Position: Q2 2022 in Review

Frontier Wealth Management held its Regions Financial (RF) position steady in Q2 2022 at 22,729 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #259.

Frontier Wealth Management first reported a position in RF in Q1 2017 and has held it in 15 quarters since. The position peaked at $521K in Q2 2017. 802 funds tracked by Wall St. Rank hold RF as of Q2 2022.

Frontier Wealth Management held 22,729 shares of Regions Financial worth $426K as of Q2 2022.
Frontier Wealth Management left its Regions Financial share count unchanged in Q2 2022.
Regions Financial made up 0.03% of Frontier Wealth Management's portfolio in Q2 2022, its #259 holding.
Frontier Wealth Management first reported a position in Regions Financial in Q1 2017 and has held it in 15 quarters since.
Frontier Wealth Management's Regions Financial position peaked at $521K in Q2 2017.
802 funds tracked by Wall St. Rank held Regions Financial as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.